American Trust Investment Services, Inc.

Overview

American Trust Investment Services, Inc. is a corporate entity that has been SEC-registered since 1969. The firm is classified as both an investment bank and an independent broker-dealer and is owned by a domestic entity and/or individual ownership. It is not organized as a capital allocator and does not report activity as an ESG investor, a multi-state registered adviser, a pension consultant, a related adviser, or a newly formed adviser. The combination of the investment-bank and independent broker-dealer labels indicates the firm’s primary orientation is transactional and brokerage-based rather than as a discretionary, fee-based asset manager. Little information is provided about advisory programs, fee schedules, or targeted client segments.

Assets & Accounts

Location & Offices